SBEMX

Mutual fund

$13.99 +$0.14 (+1.01%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.45High $15.57

Has SBEMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBEMX returned +24.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBEMX
+24.2%
S&P 500
+16.6%
Largest decline 
SBEMX
15.3%
S&P 500
8.9%
Risk-adjusted return 
SBEMX
0.86
S&P 500
0.97
Downside risk-adjusted return 
SBEMX
1.20
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBEMXS&P 500
1 month -4.8% +0.6%
3 months +2.0% +3.4%
Year to date +18.5% +13.3%
1 year +24.2% +16.6%
3 years (annualized) +26.2% +23.1%

Volatility (1-year, annualized): 24.0% · Largest decline (max drawdown, since Oct 2021): 28.5%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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